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Add a credit note from your Sales Overview

Add a credit note from your Sales Overview

  1. In the Account menu, select Sales
  1. Click the New Credit Note button on the top right. 
  1. Enter the required information into the credit notes fields. It’s almost the same as entering information into an invoice(Link Required)
  1. Click on the: 
    • Receipt Upload button if you want to add a receipt to the credit note. 
    • Save as Draft button if you want to save the credit note as a draft. 
    • Approve button if you want to save the credit note as Awaiting Payment. 
  1. If you have an awaiting payment invoice for the same contact for which you have approved the credit note then a prompted window will appear to apply for the credit. You can either enter the amount you want to credit and click Allocate Credit or click Cancel to allocate the credit later.  

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